Motilal Oswal is positive on the electronics manufacturing services (EMS) sector, estimating a 31% revenue compound annual growth rate (CAGR) for EMS companies over financial year 2026-2028.

India

Who

Motilal Oswal, CLSA, Kaynes Tech, Dixon Tech, Amber Enterprises, Syrma SGS

What

When

Tue, 16 Jun 2026 06:21:46 GMT · 1h 38m ago

Where

India ·

Why

Motilal Oswal believes the EMS sector is on a strong growth trajectory aided by robust order flows and capacity additions, despite tight memory markets and elevated prices due to AI-driven demand.

The Frontline Impact

How this affects you

The positive outlook from Motilal Oswal, focusing on significant revenue growth for the EMS sector, suggests potential for investment in these companies, though CLSA's downgrade of Dixon Tech due to concerns over high memory prices impacting smartphone volumes introduces a note of caution for investors in specific firms.

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Verified Sources & Citations

CNBC TV18
https://www.cnbctv18.com/market/dixon-tech-kaynes-amber-syrma-avalon-share-price-mosl-memory-shortage-impact-triggers-buy-sell-ws-el-19926224.htm
HIGH

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